ABD Merkez Bankas\u0131n\u0131n (Fed) faiz indirimlerine ba\u015flamas\u0131, ger\u00e7ek faizlerin gerilemesi ve dolara olan talebin azalmas\u0131 bak\u0131r fiyatlar\u0131 i\u00e7in destekleyici \u00f6ge oldu.<\/p>\n
Bak\u0131r fiyat\u0131, ge\u00e7en y\u0131l \u00f6zellikle ABD Ba\u015fkan\u0131 Donald Trump’\u0131n politikalar\u0131 ve arza ait tasalardan etkilendi.<\/p>\n
Trump’\u0131n ge\u00e7en y\u0131l\u0131n temmuz ay\u0131nda bak\u0131r ithalat\u0131na y\u00fczde 50 tarife getirece\u011fini a\u00e7\u0131klamas\u0131 sonras\u0131nda bak\u0131r\u0131n libresi 5,90 dolar\u0131n \u00fczerine \u00e7\u0131km\u0131\u015ft\u0131.<\/p>\n
ABD merkezli Freeport McMoran \u015firketinin Endonezya’daki Grasberg maden oca\u011f\u0131nda meydana gelen kazan\u0131n bak\u0131r arz\u0131n\u0131 olumsuz etkilemesi de fiyatlar\u0131n y\u00fckselmesine neden olmu\u015ftu.<\/p>\n
Bak\u0131r, g\u00fcm\u00fc\u015f \u00fczere ye\u015fil g\u00fc\u00e7 taraf\u0131nda talep g\u00f6ren eserler ortas\u0131nda yer al\u0131yor. Global b\u00fcy\u00fcme beklentilerinin uygunla\u015fmas\u0131, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n artmas\u0131 bak\u0131r fiyatlar\u0131n\u0131 destekliyor.<\/p>\n
K\u00fcresel \u00e7apta altyap\u0131 yat\u0131r\u0131mlar\u0131n\u0131n devam etmesi baz metalleri olumlu etkilerken bilhassa bak\u0131r talebi \u00f6ne \u00e7\u0131k\u0131yor. ABD’ye devam eden a\u011f\u0131r metal ak\u0131\u015f\u0131 ise ba\u015fka b\u00f6lgelerde arz s\u0131k\u0131\u015fmas\u0131 kayg\u0131s\u0131n\u0131 art\u0131rd\u0131.<\/p>\n
Elektrikli ara\u00e7 yat\u0131r\u0131mlar\u0131n\u0131n artmas\u0131 ve global elektrik \u015febekelerinin yenilenmesi, bak\u0131r talebinin g\u00fcc\u00fcn\u00fc muhafazas\u0131n\u0131 sa\u011fl\u0131yor.<\/p>\n
\u00c7in iktisad\u0131na ait kayg\u0131lara ra\u011fmen ABD, Avrupa ve Hindistan kaynakl\u0131 talebin devam etmesi bekleniyor. Bak\u0131r, savunma end\u00fcstrisinde de kullan\u0131l\u0131yor.<\/p>\n
– ABD’nin ticaret siyasetlerine ait belirsizlikler bak\u0131r fiyatlar\u0131 \u00fczerinde etkili<\/strong><\/p>\n Bak\u0131r\u0131n libresi, yeni y\u0131lda da memleketler aras\u0131 piyasalarda arz endi\u015feriyle 6,06 dolara kadar y\u00fckselerek t\u00fcm vakitlerin en y\u00fcksek d\u00fczeyini test etti.<\/p>\n ABD’nin g\u00fcmr\u00fck tarifelerini art\u0131rabilece\u011fine dair tela\u015flar bak\u0131r fiyatlar\u0131ndaki y\u00fckseli\u015fi tetikliyor.<\/p>\n G\u00fcmr\u00fck tarifeleri tasalar\u0131ndan \u00f6t\u00fcr\u00fc ABD’ye daha fazla bak\u0131r sevkiyat\u0131 olaca\u011f\u0131na dair tela\u015flar de mevcut. Bu durum Asya ve Avrupa’da arza ait ezalara sebep oluyor.<\/p>\n \u015eili’deki Mantoverde madeninde grevlerin ba\u015flamas\u0131 bak\u0131rdaki arz kayg\u0131lar\u0131n\u0131n artmas\u0131na neden olan \u00f6teki bir fakt\u00f6r olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n \u00d6te yandan, g\u00fcne\u015f g\u00fcc\u00fc kesiminde \u00fcretim yapan firmalar\u0131n bak\u0131r \u00fczere baz metaller kullanan panellerde b\u00fcy\u00fck \u00f6l\u00e7ekli \u00fcretime ge\u00e7ebilece\u011fine y\u00f6nelik varsay\u0131mlar de bak\u0131ra olan talebi ortaya koyuyor.<\/p>\n Y\u0131llarca s\u00fcren yetersiz yat\u0131r\u0131m ve maden faaliyetlerindeki aksamalar bak\u0131r fiyatlar\u0131ndaki y\u00fckseli\u015fe neden olurken mevcut y\u00fckseli\u015fe ABD’nin siyasetlerine ait belirsizlik sebep oluyor.<\/p>\n Vadeli s\u00fcre\u00e7 ve emtia piyasalar\u0131 uzman\u0131 Zafer Ergezen, yapt\u0131\u011f\u0131 de\u011ferlendirmede, arz-talep istikrar\u0131 \u00e7er\u00e7evesinde bak\u0131r\u0131n talebinin bundan sonraki periyotta de artmas\u0131n\u0131n beklendi\u011fini belirtti.<\/p>\n Bak\u0131r\u0131n emtia piyasas\u0131nda \u00c7in taraf\u0131ndan talebi fazla olan eserlerden biri oldu\u011funu s\u00f6z eden Ergezen, “Son periyotta artan elektrikli ara\u00e7lar talebi global manada ve bilhassa \u00c7inli arabac\u0131lar\u0131n elektrikli ara\u00e7larda \u00f6nemli manada pazar hissesine ula\u015fm\u0131\u015f olmas\u0131, bununla bir arada d\u00fcnyada yenilenebilir g\u00fc\u00e7 yat\u0131r\u0131mlar\u0131n\u0131n artmas\u0131 bak\u0131r talebini art\u0131ran en de\u011ferli \u00f6gelerden bir tanesiydi. Bu nedenle bak\u0131rda \u00fcst tarafl\u0131 bir hareket bekleniyordu.” s\u00f6z\u00fcn\u00fc kulland\u0131.<\/p>\n Bak\u0131rdaki g\u00fc\u00e7l\u00fc hareketlerin nedenlerinden birinin de faiz indirimi beklentileri oldu\u011funu lisana getiren Ergezen, “Faiz indirimlerinin devam edece\u011fi beklenirken, bu da global ekonomilerde bilhassa \u00c7in’de toparlanman\u0131n sa\u011flanaca\u011f\u0131 ve sipari\u015flerin artaca\u011f\u0131na y\u00f6nelik \u00f6ng\u00f6r\u00fcleri \u00f6ne \u00e7\u0131kard\u0131. Bu durum do\u011fal olarak bak\u0131r talebinin artaca\u011f\u0131, daha do\u011frusu end\u00fcstriyel metaller taraf\u0131ndaki talebin daha \u00f6n plana \u00e7\u0131kaca\u011f\u0131 beklentisini beraberine getirdi.” yorumunu yapt\u0131.<\/p>\n – G\u00fcm\u00fc\u015fteki \u00e7ok pahalanma bak\u0131r\u0131n y\u00fckselmesine yol a\u00e7\u0131yor<\/strong><\/p>\n Ergezen, end\u00fcstriyel metallerdeki y\u00fckseli\u015f beklentisinin g\u00fcm\u00fc\u015f platin fiyatlar\u0131ndaki art\u0131\u015fta da g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc fakat art\u0131k bunun somut hale gelmesinin bak\u0131r \u00fczere daha end\u00fcstriyel metaller taraf\u0131ndaki talebin artmas\u0131na yol a\u00e7t\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n Ergezen, g\u00fcm\u00fc\u015f fiyatlar\u0131n\u0131n \u00e7ok y\u00fckseldi\u011fini, burada geri kalan bak\u0131r \u00fczere eserlerin \u00f6n plan \u00e7\u0131kt\u0131\u011f\u0131n\u0131 vurgulad\u0131.<\/p>\n Bak\u0131r\u0131n global ekonomilerdeki toparlanma beklentisinden olumlu etkilenmesinin beklendi\u011fini belirten Ergezen, \u015funlar\u0131 kaydetti:<\/p>\n “O y\u00fczden bak\u0131r fiyatlar\u0131nda bu toparlanmay\u0131 g\u00f6r\u00fcyoruz. Bir de al\u0131\u015f\u0131lm\u0131\u015f genel olarak global ticarette Trump’\u0131n tarifeler sava\u015f\u0131, tarifelerle y\u00f6nelik kayg\u0131lar\u0131 de bulunuyor. Burada genel olarak fiyatlar desteklenir. Dolar endeksinin geriledi\u011fini g\u00f6r\u00fcr\u00fcz. Dolar endeksinin gerilemesi, \u015eili \u00fczere \u00fclkelerde \u00e7\u0131kan bak\u0131r \u00fczere eserlerde dolara kar\u015f\u0131 da pahalanma sebebine yol a\u00e7\u0131yor. B\u00fct\u00fcn bunlar\u0131 toplad\u0131\u011f\u0131m\u0131z vakit bak\u0131r da \u00fcst istikameti destekliyor. Bak\u0131rdaki y\u00fckseli\u015f trendinin 2026 y\u0131l\u0131 boyunca artmas\u0131n\u0131 bekliyorum.”<\/p>\n","protected":false},"excerpt":{"rendered":" Bak\u0131r\u0131n libresi, memleketler aras\u0131 piyasalarda arz kayg\u0131lar\u0131yla 6,06 dolara kadar y\u00fckselerek t\u00fcm vakitlerin en y\u00fcksek d\u00fczeyini test etti. Bak\u0131r fiyatlar\u0131nda ge\u00e7en y\u0131l ya\u015fanan ralli havas\u0131 bu y\u0131la da ta\u015f\u0131nd\u0131.<\/p>\n","protected":false},"author":1,"featured_media":86909,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[82,9553,6569,1497,9552],"class_list":["post-86908","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-artmasi","tag-bakir","tag-kuresel","tag-talebin"],"_links":{"self":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/86908","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/comments?post=86908"}],"version-history":[{"count":1,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/86908\/revisions"}],"predecessor-version":[{"id":86910,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/posts\/86908\/revisions\/86910"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media\/86909"}],"wp:attachment":[{"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/media?parent=86908"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/categories?post=86908"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ikimisli.tr\/index.php\/wp-json\/wp\/v2\/tags?post=86908"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}